AI-Powered Bookkeeping Features

Everything you need to automate bookkeeping — from CSV import to invoicing, all powered by AI.

Invoice Lifecycle Management

Every invoice goes through a defined lifecycle: Draft (you're building it) → Sent (client received it via email with PDF...

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Free Invoice Generator

You don't need to be a designer or an accountant to send a professional invoice. Enter your client's name, describe the ...

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AI Invoicing for Freelancers

Type 'Logo design $300, landing page $700 for Acme Corp, add 6% VAT' — and the AI does the rest. It extracts your line i...

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AI Receipt Scanner

Every freelancer's camera roll is a graveyard of payment screenshots. PayPal confirmations, Stripe dashboard captures, b...

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Universal CSV Import

If you've ever downloaded a CSV from your bank only to spend 30 minutes reformatting columns before you can even start c...

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AI Expense Tracker

Every freelancer has that moment in April — staring at a year's worth of uncategorized transactions, trying to remember ...

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PDF Bank Statement Import

Some banks refuse to export CSVs — they only give you PDFs. Every freelancer with a traditional bank knows this pain. In...

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OCR Receipt Scanner

Paper receipts from restaurants, printed invoices from vendors, taxi receipts, pharmacy labels — the physical world stil...

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Time Tracking for Freelancers

The freelancer's eternal question: 'How many hours did I actually spend on that project?' The timer answers it. Click st...

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AI Finance Assistant

Instead of scrolling through 200 transactions trying to figure out how much you spent on software last year, just type: ...

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Client Management for Freelancers

When you import a bank CSV or scan a receipt that mentions 'Acme Corp,' the system automatically creates or matches a cl...

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PayPal Invoice Generator

Add your PayPal email address in Settings once. From then on, every invoice you generate automatically includes a 'Pay w...

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Auto Payment Reminders

If you've ever stared at a blank email draft trying to figure out how to ask a client for money without sounding pushy o...

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Multi-Currency Support

Most bookkeeping tools treat multi-currency as an afterthought. Tally Assistant treats it as a foundation. Every transac...

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Financial Dashboard

Open Tally Assistant and immediately see what matters: total income this month, total expenses, net profit, and how that...

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Ready to automate your bookkeeping?